Healthcare Account Executive & Strategy Partner

Lockton Companies; St. Louis (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Lockton Companies seeks an experienced Account Executive to join its Healthcare Practice, supporting marketing, service delivery, and consulting for current and prospective healthcare clients. You will manage strategy, servicing, and marketing needs under a Unit Manager, leveraging relationships and industry knowledge.

You will build client trust, review vendor services and fees, and help meet revenue goals across assigned accounts.

Qualifications

• Bachelor’s Degree in Business Administration or related field; 5–10 years of equivalent experience.
• Typically 5–10 years of client service experience in the insurance or brokerage industry.
• Prior experience working with healthcare clients is required.
• Strong proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Solid working knowledge of insurance brokerage practices and industry trends.
• Ability to meet continuing education requirements, as applicable.
• Ability to attend required internal and external meetings, including travel when necessary.
• Must be legally authorized to work in the United States.

Responsibilities

• Support strategic planning and provide consulting advice to clients, including preparing Requests for Proposal, coordinating vendor responses, and developing comparative analyses and recommendations.
• Build and maintain strong client relationships, establishing trust in Lockton as a long-term business partner.
• Consult with clients to review vendor services, fees, strategies, and performance against goals.
• Assist in meeting revenue goals for existing and new business within assigned accounts.
• Maintain effective working relationships with carriers, broker servicing networks, and other market partners.
• Coordinate issue resolution between clients and the market.
• Support market selection for new and renewal business on designated accounts.
• Assist in generating new business opportunities, including cross-selling when appropriate.
• Participate in negotiating program terms and costs.
• Collaborate with service teams to coordinate day-to-day account administration, including claims and loss control support.
• Conduct coverage reviews for clients and prospects.
• Partner with producers and clients to determine renewal strategies, timelines, and marketing approaches.
• Participate in pre-renewal meetings, as needed.
• Prepare and submit submissions to carriers; review and assess carrier quotes.
• Coordinate with claims teams on key matters impacting the client.
• Provide guidance and support to junior associates when appropriate.
• Maintain awareness of industry trends, regulatory updates, and emerging risks within healthcare.
• Assist in preparing and delivering proposals and presentations.
• Facilitate premium financing options when requested by clients.
• Manage binding confirmations and handoff to the account support team.
• Review certificate requests as needed.
• Perform other responsibilities and duties as assigned.

Skills

Relationship-building

Client service

Healthcare experience

Microsoft Office

Communication skills

Insurance brokerage knowledge

Travel readiness

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies seeks an experienced Account Executive to join its Healthcare Practice, supporting marketing, service delivery, and consulting for current and prospective healthcare clients. You will manage strategy, servicing, and marketing needs under a Unit Manager, leveraging relationships and industry knowledge.

You will build client trust, review vendor services and fees, and help meet revenue goals across assigned accounts.